End of Year Guide

As one school year comes to a close and you begin to look ahead to the next - here are a few action items to ensure your account is ready for the transition.

The following information and instructions are intended for school and/or district leaders that are responsible for maintaining contact, classroom, and roster data year-over-year.

• Data rollover for customers who are syncing their data via Clever, ClassLink or OneRoster
• Archiving manual records for customers who manually upload data directly in Connect
• Summer and Back-to-School Training and Support Options 🚀

Your data in SchoolStatus Connect will automatically roll over when your sync source rolls over.

An excess amount of data changes may cause the sync to fail because of the deletion threshold. You can increase your threshold if this happens.

Some customers may choose to pause or disable all or portions of their sync during this transition phase. This is especially important if you do not want staff or families to have access to class and roster information until a set date. You can disable and enable your sync anytime from the SIS Rostering page within your SchoolStatus Connect portal.

Note that any manual contacts or classrooms will NOT automatically roll over. Follow the steps in the section below to archive and/or delete manual records.

It is recommended that you go ahead and download any of the Connect Reports that you may want to keep for documentation.

It is recommended that you clean out the old before adding in the new. The steps below will help you clear out old classrooms, staff, and students in preparation of importing new data for back-to-school.

When school staff members leave, it is important to remove their access to your school's account.

It is best practice to archive previous school years' classrooms and create new classrooms fresh for the new school year.

You have the option of archiving or deleting any non-returning students, or archiving all students with the intent to do a full fresh upload of new and returning students.

If during the process of cleaning up, you notice you have duplicate students - you can use this process to merge duplicate students into one.

It is recommended that you go ahead and download any of the Connect Reports that you may want to keep for documentation.

Ready to begin adding new data to your account for the new school year? Check out our Back-to-School Guide below.

Check out our Summer Training Webinar Series, and other helpful resources to assist you in your summer transition and beyond! 🚀